Scott Wheatley Eglseder

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → Present
  Eglseder Retirement Specialists, Inc.
  Easton, MD
• 09/2009 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1.Eglseder Wealth Management Group, Inc., insurance agent selling fixed insurance products, as of 02/06/2012, 2% of time spent during business hours, conducted at branch, investment related. 2.Eglseder Wealth Management Group, Inc., president and sole owner of private entity established as operating company for securities, investment advisory and insurance business, as of 02/06/2012, 100% of time spent during business hours, conducted at branch, investment related. 3.E & H Properties, LLC, owner of private real estate holding LLC, owning property located in Easton, MD, as of 07/2007, 0% of time spent during business hours, conducted at branch, investment related. 4.Owner of rental property located in Easton, MD, as of 08/09/2000; 0% time spent during business hours; Not conducted at branch location; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-19
• S63 Uniform Securities Agent State Law Examination
  1994-08-05